See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,568 | $65,365+87.5% | $92,893+31.9% | $72,985+67.9% |
| Participation rate | 90.9% | 68.3%+22.6pp | 76.0%+14.9pp | 69.5%+21.4pp |
| Annual return | 16.66% | 42.10%-25.4pp | 109.41%-92.8pp | 81.00%-64.3pp |
| Employer contribution / active EE | $21,008 | $2,594+709.8% | $3,653+475.1% | $2,440+761.0% |
| Participant deferral / active EE | $5,476 | $3,128+75.0% | $4,236+29.3% | $3,607+51.8% |
| Admin fee / account holder | $84 | $4,251-98.0% | $5,794-98.6% | $5,124-98.4% |